Loading...
HomeMy WebLinkAbout02-25-131505610143 REV-1500 ex(°2"' PA De artment of Revenue y OFFICIAL USE ONLY p peons Ivania county coca veer File Number Bureau of Individual Taxes °EP""iMeNi°"~~~"1B Po Box.zaosot INHERITANCE TAX RETURN 21 12 0627 Harrisdurg, PA 17128.0601 __ RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 05 04 2012 02 13 1924 Decedent's Last Name Suffix Decedent's First Name MI ZEIGLER JEAN L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI ZEIGLER EDWARD L Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t. Original Return ~ 2. Supplemental Return 4. Limited Estate ~ 4a. Future Interest Compromise ver 1z-tzaz) (sate of seam e r~ 6 Decedent Died Testate ' (Attach CopyM Wdl) ~~ r~ 1 ~~ (AHec~h Gopy W~iuina Living Trust 9. Litigation PrOCeetls Received ~ 1°. ~~~P9w~~ ~'~~~t{Da9e~~ f Deem 3. Remainder Retum (Date of Death Prior t0 12-13-82) 5. Federal Estate Tax Return Required S. Total Number of Safe Deposit Boxes A ~- J ~ ch Scheeplg O) ~. f~3(Aj G) n CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND Name LINDA J OLSEN ESQ First Line of Address 2000 LINGLESTOWN ROAD S Second Line of Address SUITE 202 CIty or Post Office HARRISBURG Correspondent's a-mall addresg5 L~ 1505610143 State ZIP Code PA 17110 schedules and is based on all L. ~~.REGISTEIR OF WILLS.'tJS$ON4Y ;,, r J .. Frt -a -t '- c,~tn o Li.J DATE FILED 1505610143 TO: belief, 1505610243 REV-1500 EX Deceaem'S Name. Z619ier, Jean L RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ q. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous t~oq Probate Property (Schedule G) {_J Separate Billing Requested............ 7. 8. Total Gross Assets (total Lines 1 through 7) ...............:........................................ 8. Decedent's Social Security Number 140,000''..00 9,999.56 8,082.19 5,493 33 163,575 08 9. Funeral Expenses and Administrative Costs (Schedule H) ........................... ......... 9. 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule 1) ................... ......... 10. 11. Total Deductions (total Lines 9 and t0) ....................................................... ......... 11. 1'L. Net Value of Estate (Line 6 minus Line i t) .................................................. ........ 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................................... ........ 13. 14. Net Value Subjeet to Tax (Line 12 minus Line 13) ...................................... ......... 14. 28,609 48 621 7$ 29,231 26 134,343 82 134,34382 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 44 781.27 15. (a)(1.2) X ,00 , 16. Amount of Line 14 taxable $ 9 , 5 62 .55 16. at lineal rate X .045 17. Amount of Line 14 taxable 0 00 17. at sibling rate X .12 . 18. Amount of Line 14 taxable 0 00 18 at collateral rate X .15 . . 19. TAX DUE ................................................. .............................................................. . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 0 00 4,030 31 0 00 0 00 4,030 31 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-12-0827 DECEDENTS NAME Zeigler, Jean L. ,_ _ _ STREET ADDRESS 108 Salt Rd. CITY Eno1a STATE PA ZIP 17025 Tax Payments and Credits: t. Tax due (Page 2, Line 19) (1) ,030.31 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits (A + B) (2) 0.00 3. Interest (3) ~. 5.95 q. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (q) Check box on Page 2, Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) to: REGISTER OF PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :............................................................................... ^ x b. retain the right to designate who shall use the property transferred or its income :.................................. x c. retain a reversionary interest; or ............................................................................................................... x d. receive the promise for IHa of either payments, benefits or care? ............................................................ x 2. H death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without ^ receiving adequate consideration? .................................................................................................................... 3. Dld decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^ [x] 4. Did decedent own an individual retirement account, annuity, or other non-probate property which ^ ^ contains a beneficiary designation? .................................................................................................................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF TH RETURN. For dates of death on or after July 1, 799q and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the urviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January t, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclo ure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death an or after July 1, 2000: . The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to ar for the use of a natural arent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefciaries is 4.5 percent, except as noted in [72 P.S. §9116 (a) (1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or ado lion. RavAad2 FYI (a1-1a: SCHEDULE A Pennsylvania REAL ESTATE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Zei ter, Jean L 21-12-0627 pll real property owned wlely or as s tenant In common must G reponad at fair market value. Fair market value is earned as the price at which progpeeny would be h f G e relevant S. a ezcherged between a willing boyar entl a willing seller, neither being canpalletl to buy or sell, boN having reasonable knowletlge of t Reel property that Is Jolntlyownsd with fight of survivorohip must Da diacloaW on schedule F. Attach a wpy of lha settlement sheet a!M properly has been sold Include a copy of Me deed showing decedent's Interest If owned as tenant In common. ITEM VALUE T DATE NUMBER DESCRIPTION OFD TH 1 Real Property -106 Salt Rd. Enola - -sale, see attached HUD-1 settlement statement Line 400 1 0,000.00 TOTAL (Also enter on Line 1, Recapitulation) 1 4 ,000.00 (If more space is needed, additional pages of the same size) Copyright (c) 2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (R v. 01-10) 0.evd5a9 EX~ (itch( SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE T T 7 PERSONAL PROPERTY i '~ INHERI ANCE AXRE URN . RESIDENT DECEDENT ESTATE OF FILE NUMBER Zei ter, Jean L 21-12-0627 Indutla the proceeds of lilipelion end the tlata the proceeds ware recaivetl by the eala(a. All property jolnlly-owned wIM file fight or aurvlvorshlp must be diadosstl on schedule F. ITEM VALUE T DATE NUMBER DESCRIPTION ~ OFD TH 1 Real Property sale/adjustment -1st Qrt. Sewer - -see attached HUD-1 settlement statement 69.00 Line 408; 2/15/2013-4/1/2013 2 Real Property sale/adjustment -School Taxes - -see attached HUD-1 settlement statement 480.56 Line 407; 2/15/2013-7/1/2013 3 Auto - 2007 Buick LaCross -selling price 9,000.00 4 Personalty from house 450.00 TOTAL (Also enter on Line 5, Recapitulation) 9 999.56 (M more space is needeQ additional pages of the same size) Copyright (c) 2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (R v. 11-10) Rev-1509 EX« 101-101 SCHEDULE F pennsylvania DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DELEDENT ESTATE OF FILE NUMBER Zei ler, Jean L 21-12-0627 M an asset was made joint wllhln one year of the decetl°nt'M tlrta of tl°ath, It must M nporled on acMdule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DE EDENT A. Edward L. Zeigler 108 Salt Rd. Spouse Enola, PA 17025 B. C. JOINTLY OWNED PROPERTY: LETTER FOR JOIN DATE MADE DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCV+L INSTITUTION AND BANK ACCOUNT ' DATE OF DEATH % OF DECD'S DATE F DEATH NUM ER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. Al TACM DEED FOR VALUE OF ASSE INTEREST RECEDE S INTEREST JOINTLY-MELD REAL ESTATE. 1 A PNC Bank Jt Acct. #50-03506085 MM - - 8,356.25 50.000°h ,178.13 owned jointly with spouse; included for spousal elective share. 2 A PNC Bank Jt. Acct #5140109832 cking. - - 7,808.11 50.000% ,904.06 account awned jointly with spouse; included for spousal elective share. TOTAL (Also enter on Line 6, Recapitulation) 8, 82.19 (If more apace is neeoed, aooltional pages of the same size) Copydght (c) 2010 form software only The Lackner Group, Inc. Forth PA-1500 Schedule F (Re . 01-10j Rev-1610 E%+(O6-U91 SCHEDULE G ~ Pennsylvania INTER-VIVOS TRANSFERS AND i ~ DEPARTMENT Of REVENUE INHERITANCE 7A% RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Zei ler, Jean L 21-12-0627 This schetlule must Oe wmpletetl entl filetl if the answer to any ofquestions 1 Nrough 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DA OO E OF TRANS ERSAT ACNACOPV O THE DEED EREAL E T TE DATE OF DEATH %OF DECD'S INTEREST E%CLUSION T BLE T T F F F R . S VALUE OFASSET (IF APPLICABLE) ~/ IfE 1 Ameriprise Financial -IRA #020143222766002 - 3,022.41 100.000°h 3,022.41 beneficiary is decedent's spouse, Edward Zeigler 2 Ameriprise Financial -IRA #020148563398002 - 2,470.92 100.000% 2,470.92 beneficiary is decedent's spouse, Edward Zeigler TOTAL IAlso enter on Line 7, Recapitulation) 5, 93.33 (K more space is nestled, atltldional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Re . 08-09) SCHEDULE H pennsylvania DEPARTMENTOF REVENUE FUNERAL EXPENSES AND RESIDENT DECE ENT URN gpMINISTRATIVE COSTS ESTATE OF FILE NUMBER Zei ler, Jean L 21-12-0627 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUN A, FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State 2io Year(s) Commission Paid 2. Attomev's Fees Hazen Elder Law ,900.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) ,500.00 Claimant Edward L. Zeigler Street Address 108 Salt Rd. Ciry Enola State PA Zip 17025 Relationship of Claimant to Decedent SpOUSe a. Probate Fees Register of Wills 311.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 7, 97.98 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 28, 09.48 Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule N (Re . 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Zeigler. Jean L 21-12-0627 ITEM NUMBER DESCRIPTION AM UNT Other Administrative Costs 1 Barbara Zeigler -cleaning house and yard maintenance to get ready for selling 2 Cumberland Law Journal -estate notice 3 Emily Zeigler -yard maintenance -maintain yard while real property is being sold 4 Integrity Bank -fee for checks 5 J E Electric -fee to install baseboard heat in bedroom for sale of real property 6 Lititz Mutual Ins. -homeowners -maintain insurance on real property while being sold 7 Mike Sheely -radon mitigation for house -needed for sale of real property 8 Nicole Zeigler -cleaning house - -needed for sale of real property 9 PAWC -utility -needed to maintain for sale of real property 10 PPB:L Electric -utility -needed to maintain for sale of real property 11 Real estate closing -adjustment for county taxes - -see attached HUD-1 Settlement statement Line 510, unpaid county tax for 1/1/13-2/15/13 12 Real Estate closing costs - -see attached HUD-1 Settlement statement Line 502 (less 55,000 escrowed to pay inheritance tax) 13 Real Estate tax - Debbi Lupold, Treas. 12/11N2 -maintained while real property is being sold 14 Register of Wills -additional short certificates 15 Register of Wills -filing fee for inheritance tax return 100.00 75.00 725.00 22.29 425.00 97.00 795.00 370.00 148.60 195.78 54.68 8.00 30.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule H (IRev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Zeisrler. Jean L 21-12-0627 ITEM NUMBER DESCRIPTION AM UNT 16 Sadler Oil Co. -utility -maintained while real property is being sold 1,124.70 17 The Sentinel -estate notice 221.40 H-B7 7,897.98 Copyright (c) 2002 form sofhvare only The Lackner Group, Inc. Form PA-7500 Schedule N (~tev. 6-98) Rev~t512 E%+ 112-061 SCHEDULE 1 Pennsylvania DEBTS OF DECEDENT, I~ DEPARTMENT OF REVENUE MORTGAGE LIABILITIES AND LIENS ~i INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Zei ter, Jean L 27-12-0627 Report tlehte Incurced by me tlecadent prior to death Thal rernsined unpaltl at Ma tlale of tlaaM, ineludina unrelmbureatl medical expenses. ITEM VALUE T DATE NUMBER DESCRIPTION OFD TH 1 Alpha Diagnostics, LLC -medical expense 285.33 2 Comcast-cable 76.71 3 Internist's of Central PA -medical expense 107.70 4 Kantor & Thatch Assoc. -medical expense 13.08 5 PAWC -utility 22.03 6 Pinnacle Cardio -medical expense 6.84 7 PP&L Electric -utility 21.16 8 Verizon -utility 68.91 TOTAL (Also enter on Line 10, Recapitulation) 621.78 (N more space is needed, addiUOnal pages of the same size) Copyright (c) 2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule 1 (R . 12-08) REVA513 FX. 101.101 Pennsylvania SCHEDULE J ~I DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Zei ler, Jean L 21-12-0627 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF STATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 1 Testamentary Trustfbo Edward L. Zeigler Spouse Elective share Michael L. Zeigler, Trustee 312 North 2nd St. Lemoyne, PA 17043 2 Hannah Zeigler Grandchild One-half of the c/o Sarah Zeigler Residue 15579 Catamaran CouR 22025-1248 3 Michaei L. Zeigler Son One-half of the 312 North 2nd St. Residue Lemoyne, PA 17043 Total Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 150 0 cover sheet as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE Copyright (c) 2010 form software only The Lackner Group, Inc. Forth PA-1500 Schedule J (R . 01-10) REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA CERTIFICA E OF GRANT OF ETTERS No. 2012- 00627 PA No. 21- 12- 067 Estate Of: JEANLZEIGLER IFirsG Middle, Lesf/ Late Of : EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 195-16-4205 WHEREAS, on the 6th day of June 2012 an instrument dated August 3rd 2009 was admitted to probate as the last will of JEANLZEIGLER (First, Midtl/e, Lasr/ late of EAST PENNSBORO TOWNSHIP, CUMBERLAND County, who died on the 4th day of May 2012 and, WHEREAS, a true copy of the will as probated is annexed heretc THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Will: for Ci7MBERLAND County, in the Commonwealth of Pennsylvania, hereb} certify that I have this day granted Letters TESTAMENTARY to: MICHAEL L ZEIGLER who has duly qualified as EXECUTOR(R/Xl and has agreed to administer the estate according to law, all of v fully appears of record in my office at CUMBERLAND COUNTY COURT NC CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed of my office on the 6th day of June 2012. ~ I VII **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) in and seal CL LAST WILL AND TESTAMENT OF JEAN L. ZEIGLER I, JEAN L. ZEIGLER, now domiciled in Cumberland County, Pennsylvania, this to be my Last Will and Testament. I revoke all other wills and codacils that I may previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my shall be paid by my Executor from the principal of my residuary estate as soon as after my death. Article II .,, L m ~ r i C7 ~_ ..fl ~n `~7 3t _- "n ~=c5 N ~ rn r ~~ cx+ All inheritance, estate, and succession taxes (including interest and penalties thereon, not including any generation skipping tax) payable by reason of my death shall be paid c and be charged generally against the principal of my residuary estate without reimburse from any person. This provision is not a waiver of any right which my Executor has to reimbursement for any such taxes which become payable as the result of any property which I have the power of appointment. Article III I give, devise and bequeath my tangible personal property in accordance with memorandum I have handwritten or signed, located with my will or with my valuable papers of found within 30 days of the probate of my will. Gifts may only be to persons who survive me to organizations which exist at my death, and if there is a conflict, the memorandum having latest date shall govern. To the extent no such memorandum is found, or all of my tan ible personal property is not disposed of pursuant thereto, my tangible personal property shal be added to my residuary estate and pass under Articles IV and V hereof. Article IV If my spouse, EDWARD L. ZEIGLER, survives me by one hundred seventy (170) days, I give, devise and bequeath to my spouse cash, securities or other property of my es ate having a value equal to the amount, if any, that my spouse would be entitled to receive i he exercised his elective share rights as set forth in section 2201 et seq. of the Pennsylvania Prob te, Estates and Fiduciaries Code (the "PEF Code"); provided, however, that this bequest shall be reduced to the extent my spouse has waived the right to elect under PEF Code section 2207 or forfeited the right to elect under PEF Code section 2208. In computing the amount of 's bequest, it shall be assumed that my spouse has elected under PEF Code section 2204(c) to ret in all beneficial interests in property that he would otherwise be required to disclaim if he exerci d his elective share rights. Provided my spouse survives me for one hundred seventy (170) days and he has of waived or forfeited his elective shaze rights, it is my intention, that as a result of my death, e receive property having a value equal to (but not more than) that which he would receive if e were to exercise his elective shaze rights. My Executor shall have the sole discretion to select the assets which shall constitute 's bequest. If my spouse does not survive me by one hundred seventy (170) days, or in the eve t my spouse (or his legal representative) disclaims any portion of this bequest, this bequest, or t e disclaimed portion thereof, shall be distributed as part of my residuary estate. This bequest shall be distributed, in trust, to my hereinafter-named Trustee to be hel , administered and distributed as follows: 2 A. To expend and apply so much of the net income and so much of the principal of the Trust as the Trustee shall consider advisable for the support, health, and caze of EDW L. ZEIGLER, for the remainder of his lifetime. B. In the event of EDWARD L. ZEIGLER's death, the trust shall terminate, the remaining principal and accumulated income of the trust shall be distributed in equal outright to my children, MICHAEL L. ZEIGLER and RANDY E. ZEIGLER, per stirpes. C. No beneficiary or remaindennan of this Trust shall have any right to encumber, or hypothecate his interest in the principal or income of the Trust in any manner, shall any interest be subject to claims of his creditors or liable to attachment, execution, or processes of law. D. I hereby appoint my son, MICHAEL L. ZEIGLER, as Trustee of any created in this Will for the benefit of my spouse. In the event of the renunciation, death, inability to act, for any reason whatsoever of MICHAEL L. ZEIGLER, I nominate, constit and appoint my son, RANDY E. ZEIGLER, successor Trustee, of any Trust(s) created in t Will for the benefit of my spouse. E. In order to carry out the purposes of the Trust established by this Will for benefit of EDWARD L. ZEIGLER, the Trustee, in addition to all other powers granted by Will or by ]aw, shall have the following powers over the Trust estate, subject to any specified elsewhere in this Will: (a) to retain in the form received andJor to sell either at public or private any real estate or personal property except that which I specifically bequeath herein; (b) to manage real estate; (c) to invest and reinvest in all forms of property without being confined legal investments, and without regard to the principal of diversification; 3 (d) to exercise any option or right arising from the ownership of i (e) to compromise claims without court approval and without consent beneficiary; (f) to file fiduciary/income tax returns and pay the tax due for any yeazfor which such a return is required; (g) to make distributions in cash or in kind, or in both, and to determine va]ue of any such property; (h) to employ any attorney, investment advisor, or other agent necessary by my Executor; to pay from my estate reasonable compensation for all services; (i) to conduct alone or with others, any business in which I am engaged in have an interest in at the time of my death; and (j) to receive reasonable compensation in accordance with their schedule of fees in effect while their services are performed. Article V All the rest, residue and remainder of my estate, of whatsoever nature and situate, I give, devise and bequeath to be equally divided between my children, MICHAEL ZEIGLER, of Wormleysburg, Pennsylvania, and RANDY E. ZEIGLER, of Dumfri Virginia, per stirpes. If either of my children fails to survive me by thirty (30) days, but leap descendants who survive me by thirty (30) days, those descendants shall receive, per stirpes, l share the child would have received had he or she survived me by thirty (30) days. The share any deceased child who does not have living issue shall be divided and distributed to ~ remaining child, per stirpes. 4 Article VI It is my intent that all life insurance, annuities, individual retirement accounts and other assets in which I may designate a beneficiary will pass to the beneficiary that I have nar and will not be controlled by the provisions of this Will. It is also my intent that any assets I c jointly with another with rights of survivorship or a presumed right to survivorship which s joint ownership was created before or after this Will, will pass to the surviving joint owner will not be controlled by the provisions of this Will. Article VII I nominate, constitute and appoint my son, MICHAEL L. ZEIGLER, as Executor of r Last Will and Testament. In the event of the renunciation, death, or inability to act, for a reason whatsoever of my Executor, I nominate, constitute and appoint my son, RANDY ZEIGLER, successor Executor of my Last Will and Testament. I direct that my Executor successor Executor be permitted to serve without bond. In addition to those powers granted law, I grant them power to distribute in cash or in kind, in like or in unlike shares, and to file a qualified disclaimer I could have filed if living. My Executor or successor Executor shall recei reasonable compensation for services rendered to my estate. Article VIII In addition to the powers conferred by law, I authorize my Executor or succe Executor, in his absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to 1 investments, and without regazd to the principal of diversification, 5 (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the valu~ of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary my Executor or successor Executor, and to pay from my estate reasonable compensation for their services, (i) to conduct alone or with others, any business in which I am engaged in, or an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standazd schedule fees in effect while their services aze performed. IN WITNESS WHEREOF, I, JEAN L. ZEIGLER, hereby set my hand to this my Last Will and Testament, on ~~~J3~~r~~ , 2009, at Harrisburg, Pennsylvania. r L. IG R In our presence, the above-named JEAN L. ZEIGLER signed this and declazed this be her Last Will and Testament and now at her request, in her presence, and in the presence each other, we sign as witnesses. Address 2000 Linglestawn Rd Suite 202 Harrisburg, PA 17110 2000 Linglestown Rd Suite 202 Harrisburg, PA 17110 6 I, JEAN L. ZEIGLER, Testatrix, who signed the foregoing instrument, having duly qualified according to law, acknowledge that I signed and executed this instrument t Will, and that I signed it willingly expressed. as my free and voluntary Sworn to or affirmed and Acknowledged before me by JEAN L. ZEI LER, the Testatrix on , 2009. ~~4 ~{~f Notazy Public L. act for the purposes COMMONWEALTH OF PENNSYLVANIA No~rlel Seal Cairt~e Eggers WooAaime, Nolry W61c ~~~~~ My CArnrdwon Eq>tiea Aug.14, ZOti my We, the undersigned witnesses who signed the foregoing instrument, being duly qualifi according to law, depose and say that we were present and saw the Testatrix sign and execr this instrument as her Will; that she signed and executed it willingly as her free and voluntary ; for the purposes therein expressed; that each of us in her sight and hearing signed the Will witnesses, and that to the best of our knowledge, that she was at that time eighteen (18} yeazs more of age, of sound mind, and under no constraint or undue influence. Swom to or affirmed and Subscribed to before me by ri ~~i ~. and~v~~p, n._Pnc.~+.p witness s, on ~, 2009. Notary Public itn ss P f~P~~ Witn COMMONWEALTH OF PENNSYLVANIA Nofarfel Seal Catme Eggers Woodlwrmo, No~ry PubOc CigldHenbbag DaupHn Cam' My UorrarY~gn E~Ires Aug. 14, 2011 ?111; ::D?C~ 7,: q!1 ELI FbGMx Uazuu Z:dc: Lav 1i2.9a 6Lwr Law TJ: i-"n~-r~j_,)q 1: F/fl°_: G(`1 ur eQ3 h~az~n IElde~° La 2000 Linglestown Road, Suite 202 Harrisburg, PA 11110 (717}540-4332 (717) 540-4313 FAX Marielle F. Hazen, CELA'` Linda J. Olsen, Esquire Melissa M. Kain, Paralegal Corinne E Woodhouse, Paralegal Myiene pePalma, Office Administrator -- -__ -__ c o n f i d e n t i a l To: <1-717-772-0412> Fax Number: 1-717.772-0412 From: .Corinne Woodhouse Pages: 2 Date~me: 1111/2013 2:09:28 PM SubfeCt: inheritance Tax pivision - Claudia Matier Roquestfor ezfension of lime to file retum. 'Certified Elder LawRttorney by the National Elder taw Foundation CONFIAEN7IALlTY 16'OT1CE: This facsimile contains con/identlal information H$rich is legally priu/!aged, This facsimNe is lnlended only forlhe use of tha.addresseefsj named above. ff you are hot the addressee, or the,person repsonsible for delh~ering it to the addressee, you are hereby hotlfiad that any dlssemina(ion or copying of this facsimile, or theTaKing cf any aellon in reliance on the contents of7hrs facsimile !s strictly {irohlUited. 'tI you have received this facsirniha in error, please immediatety notify the sender by telephone to arrange for return of this facsimile tows. 7hahk you. 1/11/2013 2:09 PM FAOM: Hazen Eltler Law Hazen Eltler Law T0: 1-717-712-0412 PAGE: 002 OF 002 ~~.d•IL.~~"i 1~..~t:.[k ~F~k~.Y'IS [:S~SI.[t' J~f1YllYll+Ryt;1 ° 4ui[c 3itd. t1~.[ri:,rt,ltr};:.5'rS 1ri. lan .lantuiry 11, 2ti13 Pfd ;~C'Si'MIX,:i (TfTj 772-(1472 ATc'U IYRS!T:C'L.AS,Sr11.afL !'A [kp'antnettt t~t`Reueriue Auiciiu o£ fiidit~klval Taxer hrl4eriihnce Tnx fjt+isjutt A1'1`hi G1aad#ii MpFfe1 #'0 11ax 25060.E #larrisbnr~ (x11 1?133-QGOf lie: Jrstateol'JennL.,"Leigler' Connty: ~eat4ierlu[td. t'i1e:Na 2i,S2~00627 $SIV' t9S1Cf•42Q:i Date of 1Jeath: Sl~12d171t nhcrltniice'T'aa Rcitrrn w Etcieasign of Tiiue tv iv ile [scar tGis. Akatt`ei: C3ur t41Tic~ rapresents Micltat! ~Ycigler: iit.his capseitY as Fticcutnr of Ihe-(:state af,iean L. Lci$ter: 1~'c are writing iii retitrc~st ti sis-mt7ritli extensitt~i of rime. cn R1c the 1'ennsvlanig [nheritarore Tat: retttn~ ~ t~Et~'-1 rt1F1. t#rr are re~urstiug an ea€ension lxc~use the decedent ~awunc~ res9docinl real pioparty ~chcft hes been listu;l f'ar sak and 1las nrne s~,[d~ SctilcMicnt is seheduterl. t'ur Fetiruw} 1 S, ~p13. »~e ~ti'ould li}~e tc tie nbl~ tii r¢p~wrt tliK actunl sale price n!'tAa propcrt~ aacl W.prQpc~3~• deduce the nxpcnsci iitca,rrod to ~rapan: tlta.{uopetty for sa1c, as ;ga11 as the ensts. assrici~tcd with the sale iucludiag transfcrtaxes,and raal'esiute e~~trtrnissicnrs c,n.ttte Pamsuh'a~iia b>ttt~ritimce Tay Return. f~t1 {7\'teti5i(1rt il'tinte ttt E[le else tar ruurn w^oultl aaxe ilje estate iimc and nc~ udditivntil ~s~tse c~f'.hsie'ing to lil4 a soppletitii~tat return; ('leases tot me ls;,ntiv at ycutr Cfrrlitl9t caii~eiiiencN cw'hether aur:iroquc~2 tvr nn extension at` Cutuz tctlilo the Tt1rV-tglJp is gt'anic~tl: Slu,ulef-.you have aiiy questions cst~ nol:el any aF[dititiniil lui'o~ati©n, jaleas;e.da niit hasitnte to eontac(tnc. ~ircesrely, ~~~~j t.ind7 J. Olsen ttc~~«ti~: cc: tt;ieltar_llcigter,.CS; ~~r,.~~. ~ ` "~ A. Settlement Statement (HUD-1) o = x4x o.oe~ B. Tvpa of Loan OMB proval No. 2502-026e 1. ~ FHA 2 Q RHS 3. ~Conv. Unins. 8. Flle Number: 7. Loan Number. e. Mort9e9e In mnce Case Number: 4. Q VA S.Q Conv. Ins. 2013010004K5 7265624 446-1808308-7 C. Note: 7hls/orm islumishetlrog/ro youasrelament o/aava(se8lemenf costs. Amounts pehiro and by Hb sefBemsntegenrare wn. ttems marketl (p.o.c.)'were paltlourdde dre doting; they ere shown here/or/n7armatlonel purposes and era nothrcludod Bm rote/s. D. Name and Address o1 Borrower. E. Name end Address of Se0w: F. Name antl Address of der: Amanda M. Prnokl Esfate of Jeen L. ZNgler and Susquehanna Benk 123 C Lana do Hazen Elder Law 3507 Conoxd Road Hamsburg, PA 77171 2000 Lkrgleslovm Roil, SuBe 202 Vork, PA 77402 Harrisburg, PA 17110 G. Pmparty Lacason: H. Settlement POent: I. Settlement Date: 708 Sett Road Keystone Settlemenor, LLC Ends, PA 17025 1104 Femwootl Avenue, Suhe 302 F ry 14.2073 Cumberland County. Pennsyhanle Camp HB, PA 17011 Ph. (717)695-8521 Place of Sattlemwa: 7704 Famwoo0 Avenue. Sidle 302 Ca Hill, PA 77071 J. Summery of Borrower's tnmec8on k Summary o18e1Nfe tnnsaNOn _ 700. Grcu Amourrt Due hen BOrtoarer: 400. Gmss Anwunt Due fo Seller. 101. Contrx4 soles ce 140000.00 407. ContreQ sobs w 140000.OD 102. Paracnal 402. Pereonel 103. SettlorneM Cha b Borrower Line 1400 6308.48 40 . 104. P R 404. 105. Po 405. Ad Tor hams W 8e1Mr ht advarrw ma fa Rerrls Id b SNNr in advaue 108. Cou Texas b 408. Coon Taxes to 707. Shcool Tame p2/1ti/13 b 07/01(13 480.58 7. Sctaol Tams OT/16/13 ro D7N1/73 480.58 708. iet GR Sewer OT/15/73 b OIN1l13 89.00 405. tstOrl Sewer 02/75/13 to 04101)13 89.00 109. ~. 110. N0. 111. 411. 172. 412. 720. OIMe Amamt DW hen BerfOwM 118,856.05 420. Gross Mr0urd Dw to Se1Nr 740.549.58 200.. ms Paid b ar N of 8orrowar d00. Redudbne Amount Dw 8•INr: 207. or etmbet 4.900.00 1. Excess .see mahuceona 202. Pdnd amount of new s 737664.00 502. Saltlwnent bSNla LHre 1400 15086.80 203. s tetien echo 503. a taken su b I POC 480.00 804. Flrst 205. 208. `~. 267. 507. dlab.u 208. Seler Pakt Coll 2.000.00 508. Seller paklCbel Coeb 2000.00 208. 509. uatmetris for Rama u b Se1M for bme un td selMr 210. Taxes 07/01/13 ro 02/75113 54.88 510. Cau Tame OtNtl13 m 02115/13 54.811 211. Stlwd Tmles to 517. Stlrool Terns to 212. 7M C]t Sewer m 512. let Ut Sourer ro 213. 519. 274. 614. 215. 616. 218. 518. 217. 517. 218. 518. 219. 619. 220. Total Paltl b Borrower 144,878.68 520. Tohl RedrrcNorl ABtourR Due SeIMr .17,147.18 Cash e18N11Mnwrt konNo Borrower 308 800. Cash et aatllwrrm taAram SeBsr . Grose emounldw horn BOnower rro 120 301 146858.05 601. Gmas eaawd dash Seger 420 140548.68 . 302. Lass amount kl Borrower ne 220 ( 144,878.88 802. Less m0udbrls due Se6er a 520 17.141. 30]. Geh. ^% From ~ To Borrower 7,877.37 803. Geh ^X To ~ Fran Seger 123.408.08 Pee eases a mss w renww40A w-e16A w W 4U. a Ne.prMO TM urMwel9ne0 hereby eduw+aed9e-reoelpl of a cdnpbted copy of Mis statement 6 ATarXfe i4. Amdd II- Soler naphael L. zeBler, t:xewlar/A s^~ L/~/~ ~ti~` ~ i ~/ Pegs 1 of 3 _ HUD-1 L. Settlement Char es 700. Total Real Estate Broker Faes $ 8,280.00 F P k F • 'ONislon at commission (line Too) as fo8ows: r rom rowers a rom Seuars a nts al Funds al 702. 4 140.00 to Keller W Illi ms d Cenbal PA Ees 8 H lemant SeHk ment 703. Commisskm aid at settlement _ 8 280.C 704. Trensa on Fee to P entlal Hom le ervicas 226.C 705. Trensectlon Fee b Keller W Ollams d Central PA East 225.00 800. Hems Pa ble in Connection wnh Loan 801.Om od Inatlon r6a e $ 885.00 from GFE #1 ~ " 802. VOUr aetlit or diarge points) for Hre spedfic imerest rate dwsen $ -2,577.45 (from GFE #2) r ~ 803. Your etl ustetl on inatbn the es frem GFE #A 1 ,882.45 ~?'"'"""' 804. sisal fee to eel L 15Hcs Solueons, Inc. from GFE #3 38000 BOS. Credit R n to Corot Ic Credcc from GFE #3 2800 '~ 806. Tax service to from GFE #3 T n''...d 507. Flood cer8fica8on b CoreL is Fkwd Services from GFE lq 7250 x"-"_' ~.._;.~. 808. feat Mana men[ C ro ALS, Inc. from GFE ft3 80.00 ~-`~'~ 809.P Re-MS F m sisal L isdca Sdutlons, Int. foam GFE #3 125.00 ~"•~ 810. from GFE #3 -""x"'"%"(, ' 811. (Ban GFE#3) ~" ~"- 900. IGms Re ulretl b LemMr to Ba Peltl In Mvarrn _ 901. Dell Interestdre es from 02/14/73 to OS~07/13 15 312.239950/tle from GFE#70 183.80 '"".,a^°raµ 02. MO a elnsurenu: lam fior nantlu to Hmenta HUD from GFE #3 364.25 ~~~~~''"~ 903. Haneownef Ins nce 7.0 rs to Eda Inwrence Com n GFE 11 GgB. 8724 447. "'-' 904. GFE 71 _ 905. from GFE#11 - 1000. Reserves neH w#h nder - t001. lnl8al tl t far r esaow eccdunt (from GFE ~) .132.58 ,~,.r„ "' 7002. HOmaowrra'e Insurance 3.000 mon6is 37.25 per nwnlh 717,76 - 100 . insurance t ./5 1004. P taxes $ C T e _ od T 1st ewer tlt 1005. _-- 7008. Cou ? . Taxes 73.000 mm~tlu S 32.93 monm 428.08 - 7007. Scholl Taxes 9.000 montlu E 705,33 nronth S 947.97 7008. E toe9. to l $ -3ss.zz 11ao.Tme 1101. 7HIe services end IerMefs tltle Inwrance from GFE #4 .50 20.00 1102. 110. eY In n Tole m F 1 1104. L efs M al 1 m n 1 701.50 8.7/1 N05. a H 1166. owners BHa I amn s 14o aoo.oo it 7. s tln I ran 1082.4 7708. UrNawtneri a Hie total tlHe Inwrence um to FM Natlaral Tlue Inglrerlce Can $ 187:51 1109. CPL b NeHonal 7Re Irleurerrce Can E 75.00 1N0. 1171. $ 1772. S 7713. S 1200. GowrmreM Racorllrp ana TramM Cher9a 1201. Government recall es ro Recadera Onke Han GFE #7 108.00 1202. D - t 1. R 1203. TransM s Ban FE 1 1 1206. StaOe le 1400.00 1.400.00 1208. County Cher9ed UPI Fee Reoortlera t7MCe 1202 7300. Adtlnbnel $eRlerrreflt e 1301. R aervicas Hurt can fa from GFE #8 1302. E 1303. E 1304. E 1305. Inhernence Tax Esaow b Hazen Ekbr Law office $ 5,000.00 7307. 1e1 f1tr Sewer DUe 108 SeH ROed to Eeat Pennaboro TOwnMip S 1085en ROetl 151.80 1308. Sewer Cart Fes ro East Permsboro TaxneMD $ 108 San Road 10.00 1309. Radon LHH9eHOn System Melded b Mks SheaY Flans Utspadlona E P.O.C.ST96.00{S' 400. dal enter m nrtee 7 J • 5, •a.u viwe. eresneweonornar.rrrst aYa.ru aMapeOlrl A ar W^Y'aFa} t dtl.YeManlM>b~ r me4r>a ~aerra caOYrIV4 ] aar/1 Certlfied b be a true copy. Pa9i Com arlson of Gootl FaHh Estimate (GFE) antl HUD-1 Charges Good Fakh Esimate MUD-1 Char ea That Dermot Increase HDD-t Une Number Our origination charge #801 895. 895.00 Vour credit or charge (polnls) for me spedflc rate chosen # 802 -2,577.4 -2,577 d5 Your adjusted origination charges # 803 -1,682.4 -1,882.45 Trensfer fazes #1203 1,400,0 1,400.00 Charges That in Tool Cannot Increase More than 10% Good Falth Estimate HUD-1 Government recording charges #12D1 160.00 188.00 Yr4Proisal (ee #804 380.00 380.00 Credit report # 805 28.00 28.00 Flootl cerlifira8on #807 12.50 12.50 Appreisel Menegmenf Company # BOB 80.00 80.00 Property Re-InspecBOn Fee #809 725.00 725.00 Mo age lnsuance Premium #902 2,361.25 2,364.25 Total 3,149.75 3,155.75 Ino-eeae behveen GFE arM HUD-1 CMrgea $ 8.00 o r 0.19: Charges lhm Cen CMnge Gootl Fakh Estknab HUO.1 InNa7 deposit for your eeaow amount #1001 2.334.86 1,132.59 Daily inlereal charges # g01 $ 12.239950May 183.60 183.60 HomeovareYS inswanw #903 540.00 447.00 TMe services and lentlefe tltla Inwrence #1101 1,596.00 1,298.50 Ovmers tltla insurance b Fidelity Nalbnal T16e Inwtariw Comps #1103 20.00 148.50 Loan Terms Your Inklal loan amount le E 137,484.00 Your ban farm la 30.00 yeere Your InHWI IMeml raN 1s 3.2500 % Your Inkbl monthly amourH owed for pAncipal, Inlareal arM any moAga9s Irbunnq b $ 737.70 bdudec O PAndpal Q Interest o Mortgage Irwurence Csn your kHeroat rub Aaa? ^X No ^ Vas, H can rba to a mazlmum d tlMnge witl DB w and can rlienga again . Cwery cfienge tlate, yourinbreel rate wn M %. CNertlre lifedMelaan. your lntxest to never De krvrer tllan %or higher tlran %. The flrsl _ monma after ar tlecreaee legwremesd %. Ewn kyou make payments 0lr Wrw, pnyour ban Mbnw AN? ^X No ^ Ves,Hwn ASe toe mWmum dE Ewn k you maM paymarHS w Ikw, wn year monlhty amount owed for prlndpal, Intaml, arM nrortW W kuureraa Ass? ^X No ^ Vas. Me Mat Incre99e can Dean amount owetl can dse b f The maslmum tt can ever Hse b b E ant tl1e monlby Owe your ban Mw • prapayrwM pawkyf ^X No ^ Vas, your meamum propaymem penally $ lloas your ban Mw • Dalton payrwllt? 0 No ^ Yes. you Mve a Dallaon paWwHd S tlue In _ yeah: on Tool nanMlyamormt owed haludln9 asuow aecoum payrwms ^ Yw do rat hew a montltly escrow psymen[for feces and homeowneh lnWranw. You moat PaY Neae ywrseH. ^X Yw have en atltlitlonel monthly eecmw paW,wdd In a total InHlal monMly amountawetl df91321. TMa I pdndpei, Interest, am mar19s9e Inwrence end any Hama ^X Properly bxes ^X ^ Food insurance ^X School b ^ ^ . such u properly adirectly E 75.51 tlret resuHs raketl bebw: ainwronw Note: H you Mw anyquestlons abort tl1e SaWerriMl Charges era Lwn Terms Iletetl w fhb form, please mnbd War lentler. Page 3 d 3 ' HUD-1 Attachment Borrower(s): Amanda M. Arnold Seilel(s): Estate of Jean L. Zeigle and c/o Hazen Elder Law 123 C Lane 2000 Linglestown Road, S u ite 202 Harrisburg, PA 17111 Harcisburg, PA 17110 Lender: Susquehanna Bank Setllemam Agent: Keystone Settlements, LLC (717)695-9521 Ptaoe of Sattbmene: 1104 Femwood Avenue, Suite 302 Camp Hill, PA 17011 Settlement Date: February 14, 2013 Property Locatlon: 108 Salt Road Enola, PA 17025 Cumberland County, Pennsylvania Adjusted OrlglnaNOn Charge Details Origination Charge 895.00 to Susquehanna Bank Total 895.00 Originaton CredWCharga (points) for the spaclflc Interest rate chosen Credit/Charge -2,577.45 to Susquehanna Bank Total -2 577.45 - Adjusted Originadon Charges -1,652A5 Reserves Deposited with Lender Homeowner's Insurance 111.75 3.000 at 37.25 per month County/Twp. Taxes 428.09 13.000 at 32.93 per month School Taxes 947.97 9.000 at 105.33 per month Aggregate Adjustment -355.22 Total S 1,132.59 Tkle Servlexs and Lender's Tltle Insurantx Details BORROWER SELLEF Express Overnight Fee 20.00 to Keystone Settlements, LLC Wire Fee 20.00 to Keystone Battlements, LLC Bring Down Fee 50.00 to KeystoneSettlements, LLC Tax Cart Fee 10.00 to Keystone Settlements, LLC Notary Fee 20.00 20.00 to Keystone Settlements, LLC _ Lender's title insurance 8.1/100/300 1,101.50 to Fldellty Natlonal Title Insurance Company WARNING: a b a Orlrna b knowinpty meb Klee afabmsrde l0 0a UNbtl atMw oe tlde or airy slmibr form. Panaalu upon c WCWn un include • Rne arM Onprbomriem• Fa deblb ew: TIIb 19 US. CoM aeotlon 1001 and SaOlan 1010. (20t30t1x104KS.PFD 13010004K57211 HUD-1 Attach e nt- Continued CPL 75.00 to Fidelity National Title Insurance Company Total E 1,296.50 20.00 Ownefs Tftle Insurance BORROWER SELLEF Ovmer's Policy Premium 148.50 to Fidelity National TiOe Insurance Company Total S ~ 148.50 0.00 Lender's Tkle Insurance BORROWER SELLEF YNa also shown above In TItN SarWUa antl IsrNar's TON Inauranu DNalla Lender's Policy Premium 951.50 to Fidelity NaOonal TiOe Insurance Company Lender's Endorsement Charges 150.00 Endorsement Endorsement Charge ALTA Endorsement Form 100 50.00 ALTA Endorsement Forth 300 50.00 ALTA Endorsement Form 8.1 (Environmental ProtecOOn 50.00 Lien) Total S 1,101.50 E 0.00 WAROOie: M b • eMrw to MowN01y make fa W aNbmwRa to Ois UnOatl Staha on Oib a airy sYnlNr farm. Panaltlaa upon IneluG a flM arM bnprhonnNltl. For tlaNIN wa: TNN 1a U.O. Coda 8aotbn 1001 arM Saatlon 1010. nvktlon do (2013010WAKS.PFD 1301000AK521~ Ameriprise Q Ff ancial An Ameriprise Priv a Wealth Advisory Practice June 28, 2012 Apa ate eats avis rypractice ofAmeriprise Financi Services, Inc. 4661 Trindle Road, Su' a 300 Camp Hill, PA 17011 Tel: 717.761.4208 Hazen Elder Law Toll Free: 800.962.869 Fax'. 717.761.6282 2000 Linglestown Road Thomas F. Benko ch, CFP®, Suite 202 chFC®, cFS® Private Wealth Advisor Harrisburg, PA 17110 cenrtmen Ftxntvcw P ea^` ' practitioner thomas.f.benkovich(~a pf.com Attn: Corinne Eggers Woodhouse - Pazalegal Jack Benkovich, c Financial Advisor Re: Estate of Jean L. Zeigler john.a.benkovichL7aamp .com William R. Pressm nn, ChAC® Financial Advisor william.k.pressmann@ pf.com We have received your letter dated June 27, 2012 stating you represent the ra api` ns"'a`f estate Of Jean L. Zeigler. julie.astuart@ampf.°° 1'he deceased's name appeazs on the following accounts. Account values as of 05/04!2012 are listed below and a list of beneficiaries shown in the initial review of the accounts Account Information Mutual Funds Account Number Ownership 02014322276 6 002 IRA -beneficiary designated 02014856339 6 002 IRA -beneficiary designated Mutual Funds Account Number Total Value # of shares Asset Value Per Share 02014322276 6 002 $3022.41 1,059.799 $2.85 02014856339 6 002 $2470.92 47.834 $9.970 The date of death values provided aze for estate tax purposes and are not a value to be paid. Accounts may be subject to mazket fluctuation as governed by each product. Values for any proprietary mutual funds include accrued dividends as applicable. The prices used to provide values are estimates obtained from outside sources believed to be reliable. Ameriprise Financia provides these values as a service to its clients. Actual values used in prepazation of tax returns or for planning purposes should be verified by your legal and accounting advisors. JtlL 0 2 An Ameriprise Financial Franchise. Ameriprise Financial Services, Inc. offers financial atlvisory services, investments, insurance Columbia Management° protlucts are offaretl by affiliates of Ameriprl5e Financial Services, Inc., Member FINRA and SIPC. Estate of Jean L, Zeigler Page 2 of 2 Beneficiary Information The following beneficiaries are on record for the deceased's accounts. Account Number: 02014322276 6 002 Designation: PRIMARY BENEFICIARY EDWARD L ZETGLER SPOUSE 100.00% SECONDARY BENEFICIARY MICHAEL ZEIGLER, SON, 100% PER STIRPES Account Number: 02014856339 6 002 Designation: PRIMARY BENEFICIARY EDWARD L ZETGLER SPOUSE 100.00% SECONDARY BENEFICIARY MICHAEL ZEIGLER, SON, 100% PER STIRPES Please let me know if I can be of further assistance. Sincerely, Laure E. Kane Office Manager to Tom Benkovich, CFP®